Views & Charts

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Deleting a row of data from any View cannot be undone.

System Views

The various BrightWork 365 areas, such as Requests, Projects, and Portfolio areas, each come with their own set of out of the box system views, in addition to any custom personal or system views you configured on your own. Different views will present a different number of rows of project information depending on view filters, and/or a different set of columns across the top.

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Configure a Personal View

  1. Within the area of interest (e.g., Requests, Projects, Portfolios), go to the top of the screen and click on More Commands which appears as an ellipsis button, and then click Create view.
  2. In the personal view configuration screen click Edit Columns.
  3. Click Add Columns and choose the columns you'd like to display in your view.
  4. After adding a column, you can change its horizontal order by selecting the column and moving it with the positioning arrows.
  5. Click OK.
  6. Save the view with your preferred name and close the view configuration window to return to the app.

Create a Temporary Personal View

There are times when instead of creating a reusable "permanent" personal view you'd rather create a one-off temporary view. This temporary view will disappear after the page is refreshed.

  1. In the area of interest click on the Column options icon.
  2. Click + Add columns.
  3. Choose the columns you'd like to add to the temporary view and click Close.
  4. Click Apply and your temporary view will be displayed on the screen.

Views and Bulk Updates

It is possible to make bulk updates to certain fields in multiple records from a view screen using a couple of different options.
Note: Do not make edits to calculated columns such as the date column Current Finish.

Option 1: Use the Edit Option

Select multiple rows in a view and click Edit in the menu bar.

Option 2: Open in Microsoft Excel Online

Click Open in Excel Online from the Excel menu.

Item Activation Status

Items can be deactivated and activated throughout BrightWork 365. Deactivated items will be removed from views and reports and will be treated in a similar manner to closed items.

To deactivate an item:

  1. Select the item row and click Deactivate in the menu.
  2. Confirm the deactivation.

To activate an item:

  1. Select the deactivated item row and click Activate in the menu.

    Note: In certain views deactivated items are removed from the current view. To find these items in order to activate them once again:
    1. In the current view click See all records in the menu.

    2. Change the resultant screen's view to the Inactive view.
    3. Select the item's row and click Activate.
    4. Confirm the activation.
    5. Return to the original view.

System Charts

The BrightWork 365 solution comes with a set of system charts accessible from the different Areas. To access the available charts click into a section on the Site Map and then click Show Chart.

Click on the drop-down arrow to view the available System Chart options.

Configure a Personal Chart

  1. Choose an existing system chart as the basis for your personal chart and choose Save As in the menu.
  2. If you would like to make changes to your new personal chart, choose Edit in the menu and make necessary changes in the Chart Designer.

Edit Items in a List View

  1. Click to the left of the first position column to highlight the row.
  2. Click Edit at the top of the page.